45+ Years of Experience

Efficient, Guided Process
Built Around Your Family
What’s Included

Keeping Your LifePlan Current as Life Changes

Creating an estate plan is only the beginning. As your family, finances, and goals evolve, your LifePlan should evolve too. Regular reviews help ensure your wishes remain clear and your loved ones stay protected.

Here’s what’s included in our LifePlan Maintenance Program:

Annual Estate Plan Review

We review your plan regularly to make sure it still fits your family, assets, and goals.

Trust Funding Review

We help confirm that important assets are connected to your trust so they can avoid probate.

Beneficiary and Ownership Review

Make sure beneficiary designations still reflect your wishes and work with your overall estate plan.

Updates When Laws Change

Stay informed about changes in law that may impact your estate plan.

Updates for Major Life Events

Marriage, divorce, births, deaths, and other life events often require updates to your planning documents.

Attorney Guidance When You Need It

Have questions about your trust or estate plan? Our team is here to help.

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WHO IT’S FOR

Life Plan Maintenance Is Right For You If...

An estate plan should grow with your life. Regular maintenance helps ensure your plan remains effective and relevant.

Growing Families

You’ve welcomed children or grandchildren and want your plan to reflect your expanding family.

Married or Divorced

Major relationship changes often require updates to beneficiaries, trustees, and inheritance plans.

New Homeowners

You’ve purchased property and want to ensure it’s properly integrated into your estate plan.

Business Owners

Your business has grown or changed, requiring updates to succession and asset protection strategies.

Retirees

You’ve entered a new stage of life and want to ensure your plan continues to support your goals.

Existing Trust Owners

You already have a trust but aren’t sure if it’s fully funded or up to date.
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Prefer to speak first? Call (858) 675-4040
Our Process

How We Keep Your LifePlan Up to Date

Life doesn’t stand still, and neither should your estate plan. Our maintenance process helps ensure your documents remain aligned with your family, assets, and long-term goals.
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Prefer to speak first? Call (858) 675-4040

Plan Review

We review your existing estate plan, trust, beneficiary designations, and asset structure.

Discuss Life Changes

We’ll talk through any major changes in your family, finances, business, or future goals.

Identify Needed Updates

Our team identifies areas where your plan may need revisions or improvements.

Document Updates

Any necessary legal documents are updated to reflect your current wishes.

Trust Funding Review

We help ensure newly acquired assets are properly coordinated with your trust.
Why It Matters

What Happens When Estate Plans Become Outdated?

An estate plan that hasn’t been reviewed in years may no longer accomplish what you intended. Small changes in life can have a significant impact on how your plan works.
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Without Life Plan Maintenance

  • Outdated documents may not reflect your wishes
  • New assets may be left outside your trust
  • Beneficiary designations can create unintended outcomes
  • Family circumstances may not be properly addressed
  • Legal and tax changes could affect your plan
  • Loved ones may face unnecessary complications

With Life Plan Maintenance

  • Your plan stays aligned with your goals
  • Trust funding remains current
  • Beneficiaries and fiduciaries stay up to date
  • Family changes are properly addressed
  • Legal updates are considered proactively
  • Greater confidence and peace of mind
Common Questions

Frequently Asked Questions

Below are the questions we hear most often from California families. If you don’t see yours here, our free webinar covers everything in detail, or you’re always welcome to call us directly.
How often should I review my estate plan?
We generally recommend reviewing your plan every few years or after major life events such as marriage, divorce, retirement, or the birth of a child.
That’s a great start. We can review your trust to ensure it’s still effective, properly funded, and aligned with your current goals.
Marriage, divorce, births, deaths, retirement, significant asset changes, business changes, and moving to another state are all good reasons to review your plan.
Trust funding is the process of transferring assets into your trust so they can be managed and distributed according to your estate plan.
Yes. Depending on your circumstances, some updates may be simple amendments, while others may require more comprehensive revisions.
A plan that was perfect years ago may no longer meet your needs today. Regular maintenance helps ensure your family remains protected as life changes.
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Questions? Call Now (858) 675-4040

Client Stories

Trusted by California Families

John is just the ultimate professional and when I hear him speak, I feel my father’s estate is in good hands. To me, having a qualified estate planning group is of the utmost importance.

David Nerhood

Preston Estate Planning Client

I highly recommend Preston Estate Planning to anyone wanting estate planning assistance. The cost of preparing legal documents for our estate needs is so very worthwhile and gives me peace of mind that my legal matters are organized for me.

Vicki Wilson

Preston Estate Planning Client

We’ve both been working with Preston since 1998 and he’s done fabulous work for us and we love the seminars and the brochures that he sends us and his availability.

Carolyn Shields

Preston Estate Planning Client

He’s not just playing a role. I feel comfortable with him. He is compassionate. He explains things to people in terms that they can understand and grasp the idea. And the clients that I brought to him have stayed with him over the 17 years.

Lola Weisgerber

Preston Estate Planning Client